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Swiss Asset Management Talk

Swiss Asset Management Talk

By WHVP
We are a Swiss registered investment advisor specialized in serving US clients. In this podcast, we are going to talk to different people in the financial industry and explore topics related to offshore banking and wealth management. Learn more about us at www.whvp.ch
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Inflation, Interest Rate Hikes, and a Recession
In this episode of the WHVP podcast, the team sits down to discuss the  differences between the U.S. and Switzerland when it comes to inflation,  interest rates, and recession definitions. The team will start the  podcast off by discussing the recent celebration of Swiss National Day,  the equivalent of Independence Day in the U.S... We hope you enjoy it. Appearances: Jamie Vrijhof-Droese, Managing Partner Urs Vrijhof-Droese, Managing Partner Jess Roberson, Executive Assistant Disclaimer: All posts and publications are for your information only  and are not intended as an offer, promotion, or solicitation to buy or  sell any financial instrument or perform any other financial  transactions.
28:48
August 04, 2022
The Federal Reserve Vs. The Swiss National Bank
In this episode of the WHVP podcast, the WHVP team sits down to discuss   On this episode of the podcast, the WHVP team sits down to  discuss the  Federal Reserve and the Swiss National Bank. The podcast will cover a  brief history of the Federal Reserve and the Swiss National Bank, the  roles they play today, and a discussion on the most recent Consumer  Price Index data. We hope you enjoy it.   00:00 Intro 00:41 CPI Data Discussion 07:53 Brief History of The Fed 12:06 Brief History of The SNB 16:00 Actions of the Fed and SNB in their Economic Roles Currently 20:00 Discussion of the Fed and the SNB 2 8:01 Outro To learn more about us at WHVP, check out our homepage at https://whvp.ch/! Appearances: Jamie Vrijhof-Droese, Managing Partner Urs Vrijhof-Droese, Managing Partner Jess Roberson, Executive Assistant Disclaimer: All posts and publications are for your information only and are not intended as an offer, promotion, or solicitation to buy or sell any financial instrument or perform any other financial transactions.
29:40
June 29, 2022
What We Love About Americans
On this episode of the WHVP podcast, the WHVP team sits down to discuss  everything we love about working with Americans. The podcast will cover a  variety of subjects about what we appreciate about American Culture and  the people who make up the country.  We will also discuss the news of the Swiss Parliament rejecting the motion to revise the Swiss Bank Secrecy Act. 00:00 Intro 00:40 Swiss Parliament rejection to Revise the Swiss Bank Secrecy Act 05:52 Background of WHVP Wanting to Work with Americans 10:57 The Qualities We Like about America and Americans 14:00 Business Interactions with Americans are Wonderful 19:00 The Swiss-Americans Connection is a Great Mix 21:52 Outro To learn more about us at WHVP, check out our homepage at https://whvp.ch/! Appearances: Jamie Vrijhof-Droese, Managing Partner Urs Vrijhof-Droese, Managing Partner Jess Roberson, Executive Assistant Disclaimer: All posts and publications are for your information only and are not intended as an offer, promotion, or solicitation to buy or sell any financial instrument or perform any other financial transactions.
22:32
June 22, 2022
Private Placement Life Insurance (PPLI)
On this episode of the podcast, Jamie Vrijhof-Droese sits down to interview Daniel Koller of 1291 Group about Private Placement Life Insurance (PPLI). The podcast will cover a variety of subjects on the subject of PPLIs, such as privacy and asset protection. Daniel will also give his legal perspective on the regulatory changes that are taking place in the Swiss financial services sector. We hope you enjoy it. Learn more about us: www.whvp.ch   Learn more about us 1291 Group: www.1291group.com/ Apprences: Daniel Koller, of 1291 Group and WHVP Head of Legal & Compliance Jamie Vrijhof-Droese, Managing Partner Contact: Website: www.whvp.ch Email: info@whvp.ch Telephone: +41 44 315 77 77 Disclaimer: All posts and publications are for your information only and  are not intended as an offer, promotion, or solicitation to buy or sell  any financial instrument or perform any other financial transactions.
25:17
June 15, 2022
All Things Crypto
On this episode of the WHVP podcast, Managing Partner Jamie  Vrijhof-Droese sits down with Managing Director of 21 Shares, Sina  Meier, to discuss “All Things Crypto.” In the podcast, Sina will discuss  her journey to working in the crypto industry and what 21 Shares are  offering the world of Crypto. Jamie and Sina will also cover the  differences between holding ETPs and crypto currencies directly, and  much more. Sina ends the episode with a message for people thinking  about crypto investments. We hope you enjoy it. To learn more about us at WHVP, check out our homepage at https://whvp.ch/! Learn more about Sina Meier at https://www.linkedin.com/in/sina-meier-ciwm-624ab3153/?originalSubdomain=ch   Contact Sina Meier: sina@21shares.com    Learn more on 21 Shares at: https://21shares.com/    Link to Newsletter: https://21shares.com/en-CH/research Appearances: Jamie Vrijhof-Droese, Managing Partner Sina Meier, Managing Director at 21 Shares Disclaimer: All posts and publications are for your information only   and are not intended as an offer, promotion, or solicitation to buy or   sell any financial instrument or perform any other financial transactions.
19:40
May 18, 2022
The Swiss Bank Secrecy Act
On this episode of the WHVP podcast, the WHVP team sits down to discuss  the Swiss Bank Secrecy Act. The podcast will cover the history of  Banking Privacy in Switzerland, what it means for Americans using Swiss  banking today, and a discussion on the difference between data privacy  laws in Switzerland and Europe compared to the United States. To learn more about us at WHVP, check out our homepage at https://whvp.ch/! Learn more on Fabian Dutli at https://whvp.ch/about/giving-back or https://fabiandutli.ch/! Appearances: Jamie Vrijhof-Droese, Managing Partner Urs Vrijhof-Droese, Managing Partner Jess Roberson, Executive Assistant Disclaimer: All posts and publications are for your information only   and are not intended as an offer, promotion, or solicitation to buy or   sell any financial instrument or perform any other financial   transactions.
23:17
May 04, 2022
Finding a Registered Investment Advisor in Switzerland
On this episode of the WHVP podcast, Managing Partner Jamie  Vrijhof-Droese sits down with the founder of AW Switzerland, Anne  Liebgott, to discuss “Finding a Registered Investment Advisor (RIA) in Switzerland.” In the podcast, Anne will discuss her journey to  establishing AW Switzerland. Jamie and Anne will also talk about the  various aspects of finding an Investment Advisor, such as the due  diligence and administration involved, the motivation for having assets  in Switzerland, and much more. We hope you enjoy it. To learn more about us at WHVP, check out our homepage at https://whvp.ch/! To learn more about Anne Liebgott and AW Switzerland on https://www.linkedin.com/company/aw-switzerland/ and https://www.americanswelcome.swiss/ Appearances: Jamie Vrijhof-Droese, Managing Partner  Anne Liebgottand, Founder of AW Switzerland Disclaimer: All posts and publications are for your information only  and are not intended as an offer, promotion, or solicitation to buy or  sell any financial instrument or perform any other financial  transactions.
21:58
April 06, 2022
The Swiss Financial Centre
This new episode of season three of the WHVP podcast will be on the  Swiss Financial Centre. The Swiss Financial Centre is a place that has  long been the gold standard of banking services and helping individuals  preserve and build their wealth. Despite the ever-increasing regulation  internationally when it comes to the financial industry, Switzerland  remains a leader in the world of finance. Before we jump into the topic,  we will talk about the awards WHVP received for 2022 and how the war in  Ukraine is impacting Europe. To learn more about us at WHVP, check out our homepage at https://whvp.ch/! Appearances: Jamie Vrijhof-Droese, Managing Partner Urs Vrijhof-Droese, Managing Partner Jess Roberson, Executive Assistant Disclaimer: All posts and publications are for your information only  and are not intended as an offer, promotion, or solicitation to buy or  sell any financial instrument or perform any other financial  transactions.
27:49
March 24, 2022
U.S. Taxes While Living Abroad
On this episode of the WHVP podcast, Managing Partner Jamie  Vrijhof-Droese sits down with U.S. Tax Specialist Patrick Hoza to  discuss “U.S. Taxes While Living Abroad.” In the podcast, Patrick will  discuss his journey to becoming a U.S. Tax Specialist for Americans  living in foreign countries. Jamie and Patrick will also talk about the  tax implications Americans face in investing abroad and also non-U.S.  persons face when investing in the U.S.A. We hope you enjoy it. To learn more about us at WHVP, check out our homepage at https://whvp.ch/! To learn more about Patrick Hoza, check out their homepage at https://www.ustaxfs.com/about/people/zurich/individual-tax-and-voluntary-disclosure/patrick-hoza/ and/or  https://www.ustaxfs.com/ Appearances: Jamie Vrijhof-Droese, Managing Partner Patrick Hoza, U.S. Tax Director at US Tax & Financial Services Disclaimer: All posts and publications are for your information only  and are not intended as an offer, promotion, or solicitation to buy or  sell any financial instrument or perform any other financial  transactions.
17:14
March 09, 2022
Swiss Trust Law
In this new episode of season three of the WHVP podcast will be on the proposed Trust Bill Draft to Switzerland's government. We will discuss the Background of Trust law in Switzerland, how the change could affect the financial center of Switzerland, and the potential benefit the bill would bring to people looking to structure their wealth. Before we jump into the topic, we will talk about how the Swiss is planning on lifting current pandemic restrictions inviting normal life to return to Switzerland. To learn more about us at WHVP, check out our homepage at https://whvp.ch/! To learn more about Flying Lawyers, check out their homepage at https://www.flyinglawyers.ch/en/! Appearances: Jamie Vrijhof-Droese, Managing Partner Jess Roberson, Executive Assistant  Disclaimer: All posts and publications are for your information only and are not intended as an offer, promotion, or solicitation to buy or sell any financial instrument or perform any other financial transactions.
22:19
February 17, 2022
Migration to Switzerland
On this episode of the WHVP podcast Managing Partner Jamie Vrijhof-Droese sits down with Alisa Burkhard, Attorney at Law and one of the founders of Flyingllawyers to discuss “Migration to Switzerland.” In the podcast, Alisa will share her incredible journey of migration to Switzerland and overcoming the challenges of studying and practicing law in Switzerland. Jamie and Alisa will also talk about some of the options American’s have in migrating to Switzerland and the cultural differences that the two countries have from one another. We hope you enjoy it. To learn more about us at WHVP, check out our homepage at https://whvp.ch/! To learn more about Flying Lawyers, check out their homepage at https://www.flyinglawyers.ch/en/! Appearances: Jamie Vrijhof-Droese, Managing Partner Alisa Burkhard, Attorney at Law and Founding Member of Flying Lawyers Disclaimer: All posts and publications are for your information only and are not intended as an offer, promotion, or solicitation to buy or sell any financial instrument or perform any other financial transactions.
28:21
February 03, 2022
The Swiss-U.S. Relationship
The first episode of season three of the WHVP podcast will be on the relationship between Switzerland and the USA. We will discuss the history of Swiss and USA relations, how the countries have influenced each other, and the connection between the countries at present. Before we jump into the topic, we will talk about how the Swiss economy has navigated the financial crisis of the pandemic.  To learn more about us at WHVP, check out our homepage at https://whvp.ch/! WHVP Team: Jamie Vrijhof-Droese, Managing Partner Urs Vrijhof-Droese, Managing Partner Jess Roberson, Executive Assistant Disclaimer: All posts and publications are for your information only  and are not intended as an offer, promotion, or solicitation to buy or  sell any financial instrument or perform any other financial  transactions.
25:04
January 19, 2022
Risk Management
The new episode of the WHVP podcast is on risk management. We will discuss the definition of risk management, how to deal with risk in a portfolio, and the due diligence of risk management. Before we jump into the topic, we will talk about the newly elected president of Switzerland.  To learn more about us at WHVP, check out our homepage at https://whvp.ch/! WHVP Team: Jamie Vrijhof-Droese, Managing Partner Urs Vrijhof-Droese, Managing Partner Jess Roberson, Executive Assistant Disclaimer: All posts and publications are for your information only and are not intended as an offer, promotion, or solicitation to buy or sell any financial instrument or perform any other financial transactions.
29:29
December 15, 2021
What Is The Big Deal With Gold?
The new episode of the  WHVP podcast is on gold as an investment. We will discuss the historical context of gold and the advantages and challenges gold brings to a  portfolio. Before we jump into the topic, we will update you on how the  trip to the USA is going for Jamie and Urs. To learn more about us at WHVP, check out our homepage at https://whvp.ch/! WHVP Team: Jamie Vrijhof-Droese, Managing Partner Urs Vrijhof-Droese, Managing Partner Jess Roberson, Executive Assistant Disclaimer: All posts and publications are for your information only and  are not intended as an offer, promotion, or solicitation to buy or sell  any financial instrument or perform any other financial transactions.
24:16
December 01, 2021
Socially Responsible Investing
The new episode of the WHVP podcast is on socially responsible investing (SRI). We will discuss the pros and cons of SRI and discuss its usefulness. Before we jump into the topic, we will discuss some World Cups news for Switzerland and one of the WHVP team members representing Switzerland in an international sports competition. We will also give an update on the WHVP trips to the USA.  To learn more about us at WHVP, check out our homepage at https://whvp.ch/! WHVP Team: Jamie Vrijhof-Droese, Managing Partner Urs Vrijhof-Droese, Managing Partner Jess Roberson, Executive Assistant
23:48
November 17, 2021
Incoming Regulation For The Swiss Financial Industry
The new episode of the WHVP podcast is on the new regulations—FinSA and FinIA—coming into effect in Switzerland. The podcast discusses the new rules that will be put into place to oversee the Swiss financial sector and how they will affect the asset management industry in the country. Before jumping into the topic, the team talks about the recent news that Finma—the governing body of the new regulations—announced their new CEO. To learn more about us at WHVP, check out our homepage at https://whvp.ch/! WHVP Team: Jamie Vrijhof-Droese, Managing Partner Urs Vrijhof-Droese, Managing Partner Jess Roberson, Executive Assistant
25:16
November 03, 2021
Investment Strategies
This new episode of the WHVP podcast is on investment strategies. The podcast is a discussion on the various types of investment strategies that can be selected and the considerations that need to be taken when determining the best fit for an investor. Before jumping into the topic, the team talks about the recent news on the Swiss government's plan for a sustainable future in energy production. We also have an update on WHVP's upcoming US trips. To learn more about us at WHVP, check out our homepage at https://whvp.ch/! WHVP Team: Jamie Vrijhof-Droese, Managing Partner Urs Vrijhof-Droese, Managing Partner Jess Roberson, Executive Assistant
33:41
October 20, 2021
Asset Protection
This new episode of the WHVP podcast is on asset protection. The podcast is a discussion on the reasons for and various layers of asset protection. It also includes a description of how WHVP services help in this process with clients. Before jumping into the topic, the team talks about the USA opening its borders to Europeans, WHVP's upcoming trips to the US, and the "Pandora papers." To learn more about us at WHVP, check out our homepage at https://whvp.ch/! WHVP Team: Jamie Vrijhof-Droese, Managing Partner Urs Vrijhof-Droese, Managing Partner Jess Roberson, Executive Assistant
22:50
October 06, 2021
Serving U.S. Clients For 30-Years
The new episode of the WHVP podcast is a special one as the WHVP team will talk about the 30th-anniversary WHVP. The podcast includes the 30-year history of WHVP with an inside view of the secession of WHVP to the next generation. Then the team will discuss the foundational values of WHVP, its future outlook, and the company as a whole. Before jumping into the topic, the team talks about two awards that WHVP was given in 2021. To learn more about us at WHVP, check out our homepage at https://whvp.ch/! WHVP Team: Jamie Vrijhof-Droese, Managing Partner Urs Vrijhof-Droese, Managing Partner Julia Fernandez, Managing Partner  Jess Roberson, Executive Assistant 
20:42
September 21, 2021
The Bretton Woods System
Before discussing The Bretton Woods System, the WHVP team will talk  about the 30th-anniversary event coming up for WHVP. The podcast  includes a brief explanation of the Bretton Woods System, a brief  historical summary of the topic, advantages that the system created, and  some of the disadvantages to the system, and finally, the team will  discuss the topic in further detail. To learn more about us at WHVP, check out our homepage at https://whvp.ch/! WHVP Team: Jamie Vrijhof-Droese, Managing Partner Urs Vrijhof-Droese, Managing Partner Jess Roberson, Executive Assistant 
18:58
September 21, 2021
Generational Wealth and Family Governance
Before discussing generational wealth and family governance, the WHVP team discusses the historic performance of the Swiss national team at the Tokyo Olympics. The podcast includes a brief explanation of generational wealth and family governance, some organizational aspect of generational wealth, how to talk to family members about generational wealth, and then discusses the topic in further detail. To learn more about us at WHVP, check out our homepage at https://whvp.ch/! WHVP Team: Jamie Vrijhof-Droese, Managing Partner Urs Vrijhof-Droese, Managing Partner Jess Roberson, Intern
27:16
August 18, 2021
Global Minimum Corporate Tax
Before discussing the global minimum corporate tax, the WHVP team discusses an interesting rumor about a Swiss shoe company. The podcast includes a brief explanation of the tax reform proposed, a brief history of corporate taxation, advantages and disadvantages of the global minimum corporate tax, and then discusses the topic in further detail. To learn more about us at WHVP, check out our homepage at https://whvp.ch/! WHVP Team: Jamie Vrijhof-Droese, Managing Partner Urs Vrijhof-Droese, Managing Partner Jess Roberson, Intern
28:08
August 04, 2021
Wealth Managers and Expansionary Policies
The WHVP team discusses their weekend activities quickly before discussing the roles of wealth managers and how to best determine if a particular wealth manager is a right fit for you. The financial principle for this week's podcast is expansionary policies. To learn more about us at WHVP check out our homepage at https://whvp.ch/! WHVP Team: Jamie Vrijhof-Droese, Managing Partner Julia Fernandez, Managing Partner Jess Roberson, Intern
30:33
July 21, 2021
Bonds and Contractionary Policies
The WHVP team discusses their weekend activities quickly before discussing what bonds do and why they are important. The financial principle for this week's podcast is contractionary policies.  To learn more about us at WHVP check out our homepage at https://whvp.ch/! WHVP Team: Jamie Vrijhof-Droese, Managing Partner Urs Vrijhof-Droese, Managing Partner Julia Fernandez, Managing Partner Jess Roberson, Intern
29:19
July 14, 2021
ESG Investments and Diversification
The WHVP team discusses their weekend activities quickly before discussing ESG investments and the financial principle of diversification. To learn more about us at WHVP check out our homepage at https://whvp.ch/! WHVP Team: Jamie Vrijhof-Droese, Managing Partner Urs Vrijhof-Droese, Managing Partner Julia Fernandez, Managing Partner Jess Roberson, Intern
24:09
July 14, 2021
The Swiss Economy and Inflation vs. Hyperinflation
The WHVP team discusses the Swiss economy and about the financial principles of inflation and hyperinflation. To learn more about us at WHVP check out our homepage at https://whvp.ch/! WHVP Team: Jamie Vrijhof-Droese, Managing Partner Urs Vrijhof-Droese, Managing Partner Julia Fernandez, Managing Partner Jess Roberson, Intern
24:06
June 30, 2021
Raising Interest Rates
The WHVP team discusses the Fed's announcement about raising the interest rate in 2023. To learn more about us at WHVP check out our homepage at https://whvp.ch/! WHVP Team: Jamie Vrijhof-Droese, Managing Partner Urs Vrijhof-Droese, Managing Partner Julia Fernandez, Managing Partner Jess Roberson, Intern
13:14
June 23, 2021
Interview with Jeff Opdyke, Author at International Living
Jeff shares his knowledge of the block chain, crypto currencies and Bitcoin. Learn more about his work at www.internationalliving.com!
26:54
February 19, 2021
Interview with Hangama Wanner, Founder of KayHan Swiss
Hangama shares her life-changing journey fleeing from Afghanistan to Western Europe in the 1980s and how that experience has shaped what she does today. Through her company KayHan Swiss she helps clients with residency by investment, citizenship by investment as well as Swiss financial planning. If you would like to reach out to Hangama please do so over her website www.kayhanswiss.ch or by email hw@kayhanswiss.ch.
17:58
February 03, 2021
Interview with Josh Bennett, Principal of The Law Firm of Josh N. Bennett, Esq, P.A.
Josh talks about everything you need to consider when it comes to estate planning and tax planning before the end of 2020. If you want to schedule a call with Josh in order to discuss your estate planing and asset protection, make sure to reach out to him today: www.joshbennett.com or josh@joshbennett.com!
20:38
December 15, 2020
Interview with Klaus Happ, Founder and Managing Director at Frapan Invest Corp
Klaus talks about why Panama is a great place for investing in real estate and doing business as well as covering how to obtain residence and citizenship there. You can learn more about Panama and Klaus at www.frapan-invest.com or directly by email: klaus.happ@frapan-invest.com.
21:20
December 07, 2020
Interview with Rainer Nachbauer, Head of Banking for Professionals at Kaiser Partner Privatbank
Rainer talks about Liechtenstein as a country and a financial jurisdiction, Kaiser Partner as a banking partner, their experience with US clients and what to consider when selecting a custodian bank. You can learn more about them at: www.kaiserpartner.bank.
20:14
November 24, 2020
Interview with John Mulvey, Managing Director at New Zealand Vault
John talks about New Zealand as a financial jurisdiction, his vault solutions and bullion services as well as his outlook on the precious metals market. You can learn more about New Zealand Vault on their website: www.nzvault.co.nz or by sending an email to John: mail@nzvault.co.nz.
20:41
October 28, 2020
Interview with David Warren, Co-Founder and Chairman at Bridgeford Trust Company
David talks about Bridgeford‘s independent boutique approach, how to select a US trust jurisdiction and why South Dakota is the best option. You can learn more about Bridgeford by visiting their website: www.bridgefordtrust.com.
17:04
September 03, 2020
Interview with Scott Maurer, Director of Business Development at Advanta IRA
Scott talks about self-directed IRAs, what they are, how they work and how they can be beneficial for you. If you are interested in learning more, feel free to reach out to Scott directly: smaurer@advantaira.com or www.advantaira.com
16:30
August 05, 2020
Interview with Pavla Melkova, Founder and CEO of Taxpat, a Swiss based US Tax Service Provider
Pavla talks about what excites here about the tax business, what COVID-19 has changed from a tax perspective and what to consider when investing in an offshore bank account.
20:06
June 30, 2020
Interview with Robert Vrijhof, Founder and CEO of WHVP, a Swiss based Registered Investment Advisor
Rob talks about his background and experience in the financial industry as well as his motivation behind the foundation of WHVP. We also cover the advantages of working with a Swiss asset manager and the changes in the financial industry in the past 30 years.
24:49
May 25, 2020